Essential – $1000/person ($2000/couple)
This is designed for people who are comfortable doing a little bit of work for themselves. Specifically, I will provide the necessary forms to transfer your California real estate, and guide you through completing those forms, at no additional cost – but you will be doing the actual work of completing the forms and filing them.
- Revocable living trust
- Pour-over will
- Durable Power of Attorney for Finances
- Advance Health Care Directive
- Supporting documents (Assignment of Personal Property, Certification of Trust, etc.)
- Updates free for one year
- Complete file copy prepared
Advanced – $1600/person ($2600/couple)
This is designed for busy people who just want to get everything done as quickly and easily as possible. The extended time for free updates is also useful for those who may be expecting their lives or families to change in the foreseeable but not immediate future.
- Revocable living trust
- Pour-over will
- Durable Power of Attorney for Finances
- Advance Health Care Directive
- Supporting documents (Assignment of Personal Property, Certification of Trust, etc.)
- Updates free for two years
- Transfer one piece of real estate in California
- Complete file copy prepared
Add-ons – $750 each
Each of these additional options meets a different need: to include additional real property or to ensure that someone is in place to take care of the children from the very first moment of parental incapacity. Choose either or both, as your situation requires.
- Additional Real Estate Transfer – may be in any state (but additional recording fees may apply)
- Caregiver’s Authorization Affidavit – for the immediate protection of minor children in case of incapacity
